Big Tech's Free Cash Flow Is Turning Negative - Who's Next?

Big Tech is gaining momentum when it comes to AI monetization, but capex continues to far outpace operating cash flow. The company spending the most on capex in 2026 just went free cash flow negative, and our estimates suggest it may not be alone by year-end.

Seeking Alpha • Jul 23, 2026

GRID's 0.56% Fee Pays for AI Power Exposure That Broad ETFs Miss

The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID) sits at an unusual intersection: it is an infrastructure fund that also captures the industrial equipment vendors selling into the AI power buildout.

24/7 Wall Street • Jul 18, 2026

Amazing Chance To Double Down On The AI Market Panic

The AI and semiconductor trade remains in the early innings, with the recent market panic offering a compelling opportunity to double down. AI CapEx is set to accelerate into the multi-trillion dollar range, supported by robust guidance from ASML and TSMC and persistent compute shortages.

Seeking Alpha • Jul 18, 2026

An Emerging Black Swan That Could Crush Tech Stocks And Boost Real Assets

AI could crush many capital-light tech stocks. Real assets may become the safer hiding place.

Seeking Alpha • Jul 17, 2026

AI Is In A State Of Panic: Start Buying It

AI beneficiaries, especially semiconductor stocks, have sharply corrected, creating rare buy-the-dip opportunities as panic and leverage unwinding shake out euphoria. Despite fears over enterprise AI budgets and global margin calls, AI revenue growth now exceeds capex costs, signaling improved economics and sustainability.

Seeking Alpha • Jul 17, 2026

Time for HALO Sectors & ETFs?

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

Zacks Investment Research • Jul 16, 2026

Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run

In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective. Micron, Samsung, and SK hynix now rank among the world's top 20 most valuable stocks, each with market capitalizations well above $1 trillion.

Seeking Alpha • Jul 1, 2026

AI Bubble Burst: Meta Admits 'Excess Compute Capacity'

Indications are that Meta admitted to having an excess compute capacity, and this is the first hyperscaler to admit so, with more likely to follow. The implications are a reduced or stalled AI capex, and thus, the AI infrastructure bubble burst.

Seeking Alpha • Jul 1, 2026

Beyond Cloud & Memory: Infrastructure ETFs to Buy Amid AI Data Center Boom

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

Zacks Investment Research • Jun 26, 2026

Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave.

24/7 Wall Street • Jun 25, 2026